Contacts and timeline
Every text, call, email, note, booking, quote, job and invoice on one timeline per customer.
- Tags, segments and saved filters
- Spreadsheet import with duplicate merge
- Lead score from 0 to 100
Everything your business runs on, in one login.
From the first enquiry to the money in the bank: leads, messages, bookings, jobs, quotes, invoices and follow-ups, set up for your industry on day one.
30tools in one login
£29a month, every feature included
UKhosted, with each business kept separate
0%markup on texts and calls
Win work
Win work
Catch every enquiry and know exactly who to call next.
Visual pipeline
Drag deals between your own stages and see what each stage is worth.
- Total value on every column
- Next step and days in stage on every card
- Busy stages show the 20 that matter most
Lead capture and web forms
Embed forms on your website and every enquiry lands in the CRM as a contact.
- Spam protection and duplicate checks
- Starts a follow-up sequence straight away
- Source tracked on every lead
Website chatbot
Answers questions from your knowledge base and captures the visitor's details.
- Trained on your services and prices
- Hands over to you when it is unsure
- Chats saved on the contact
Quotes with e-signature
Branded quotes your customer views, signs and accepts online.
- Good, Better, Best options on one quote
- One click from your price book
- Moves the deal to Won when accepted
Referrals and LinkedIn
See who sends you work and prospect on LinkedIn from a Chrome extension.
- Referral tracking per contact
- LinkedIn profiles saved to the CRM
- Follow-up tasks created for you
Talk to customers
Talk to customers
Every conversation in one place, so nothing is missed and the whole team sees the full story.
One inbox
Texts, WhatsApp, emails and calls together, sorted by who is waiting for a reply.
- Open, Done and All views
- Reply by text from the conversation
- Red badge only counts people waiting on you
AI receptionist
Answers your phone 24 hours a day in a natural British voice, using your own Retell account.
- Answers from your knowledge base
- Books appointments into your calendar
- Transcript and summary of every call
Missed call rescue
If a caller hangs up before booking, the CRM follows up for you so the lead is not lost.
- Switch on in AI receptionist settings
- Callbacks become tasks automatically
- Shows on Today until done
AI calls
Confirmation calls and outbound calls that capture the outcome and update the record.
- Can text a deposit link during a confirmation
- Reminders at 6 and 24 hours if unpaid
- Summary saved as a note
Texts and email campaigns
Send to your whole list or one pipeline stage, with replies coming back to the inbox.
- Merge tags so every message feels personal
- Opt-outs and unsubscribes handled for you
- Your own Twilio and Postmark accounts, at cost
Sequences
Multi-step follow-ups across email, text and tasks that stop when the customer replies.
- Stop-on-reply for email and text
- Ready-made templates
- Runs every 15 minutes
Run the jobs
Run the jobs
Bookings, jobs and the day's round, from the first call to the finished job.
Calendar and booking pages
A week view of every booking, with requests to confirm and your booking page links alongside.
- Online booking page for each service
- Reminders before every appointment
- Google Calendar sync
Jobs and today's round
Every job with a number, customer, address, time and the person doing it.
- Today's jobs in order with a route map
- One tap opens the route in Google Maps
- Convert a finished job to an invoice
Phone updates and live tracking
Your team taps On the way, On site or Done from a link on their phone. No app to install.
- Location logged with each update
- Customer gets a live map when you are on the way
- Photos and notes from the job
Price book and stock
Your services and products with prices, ready for quotes, bookings and the chatbot.
- Fixed, from, hourly and daily prices
- Stock that updates when products are used
- Suppliers in one list
Contracts and recurring visits
Weekly to yearly service contracts that create the next visit for you.
- Next due date rolls forward on its own
- Price per visit stored
- Alerts when visits are due
Certificates and compliance
Numbered certificates, policies with review dates and audit checklists.
- Branded PDF certificates
- Gas Safe and EICR style records
- Chemical log for cleaning and pest control
Get paid
Get paid
Quotes become invoices, invoices get paid, and late ones get chased without you lifting a finger.
Invoices
Create from scratch, from an accepted quote or from a finished job.
- VAT and CIS aware
- Card payment links through your Stripe
- Record part payments
Automatic payment reminders
The CRM emails your customer on the due date, then 3, 7 and 14 days late, until it is paid.
- Sent from your business with your pay link
- Switch on or off on the Invoices page
- Logged on the customer
Waiting to be paid
See what you are owed, how late each invoice is, and how much of each has been paid.
- Overdue total at a glance
- Progress bar for part payments
- Sorted by due date
Deposits and payment plans
Take a deposit on booking and split bigger jobs or trips into instalments.
- Weekly or monthly instalments
- Reminders when one is late
- Works with website shop orders
Website shop sync
WooCommerce orders flow in and tag each customer with what they bought.
- Booking confirmations per product and option
- One email covers every combination of extras
- Refunds tracked
Customer portal
Send a magic link and your customer sees their quotes, bookings and invoices.
- No password needed
- Accept quotes in one click
- Your logo and colours
Grow
Grow
Know your numbers, collect reviews and let automations do the repetitive work.
Today
The first screen each morning: who needs you, your numbers, the schedule and the pipeline.
- Waiting for a reply, callbacks and late invoices
- Bookings today and money owed
- Automations that ran this week
Reports
Money in by month, new contacts, lead sources and the pipeline, for 7, 30, 90 or 365 days.
- Paid invoices and website orders
- Where your leads come from
- Call outcomes and task completion
Automations
25 ready-made automations plus your own, on tags, stages, bookings, jobs and scores.
- Review requests after a finished job
- Service reminders months later
- Booking confirmations by product
Reviews
Ask for Google reviews automatically after a job and keep track of your rating.
- Fires two hours after a job is done
- Your review link built in
- AI drafts your replies
Monthly value report
On the 1st of each month, owners get an email of what the CRM did for them last month.
- Leads, bookings and money in
- Calls answered and texts sent
- Your own figures only
Agencies and white-label
Run each client as their own separate account with your branding on the Agency plan.
- Unlimited users and contacts
- Every client fully separate
- Switch between clients in one menu
Set up for your industry
Pick your industry when you sign up. The pipeline, automations, templates and menu are ready for how you work, and tools you will never use stay out of the way.
TradesQuotes, jobs, certificates, routes and review requests.
ClinicsBookings, SOAP notes, consent forms and treatment maps.
Tour operatorsShop orders, booking sections, deposits and instalments.
Cleaning and pest controlRecurring visits, chemical log and service reminders.
AgenciesSeparate client accounts and white-label on the Agency plan.
Your data, looked after properly.
Every business can see where its data is held, what is stored and who helps run the service, and signs a simple data protection agreement.
Stored in the UKUK data centres, encrypted nightly backups kept for 14 days.
Only your businessEvery request is checked so no other business can see your records.
Two-step sign-inRequired for owners and admins.
Texts and calls at costYour own Twilio, Retell and Postmark accounts, never marked up. How usage works
New this month
We ship improvements every week. See the full changelog.
October 2026Automatic payment remindersThe CRM chases unpaid invoices by email on its own.
October 2026One inboxTexts, WhatsApp, emails and calls sorted by who is waiting.
October 2026Today's round with a mapJobs in order with the route ready for your phone.
October 2026Your data and GDPRSee what is stored and sign the data agreement in the CRM.
See it working with your own business.
14 days free, no card. Every feature, on every plan, from £29 a month.